CWM

Concert Wealth Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.29M
3
+$2.48M
4
SH icon
ProShares Short S&P500
SH
+$2.25M
5
KHC icon
Kraft Heinz
KHC
+$2.2M

Top Sells

1
+$3.46M
2
+$2.81M
3
+$2.71M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.57M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.06M

Sector Composition

1 Technology 11.06%
2 Healthcare 7.35%
3 Financials 7.34%
4 Industrials 6.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.73M 0.23%
19,245
-175
102
$1.73M 0.23%
24,110
+15
103
$1.68M 0.23%
27,278
+5,376
104
$1.67M 0.23%
27,324
+917
105
$1.65M 0.22%
28,949
-6,892
106
$1.65M 0.22%
22,378
+2,075
107
$1.65M 0.22%
55,717
+45,895
108
$1.65M 0.22%
35,017
+4,896
109
$1.62M 0.22%
13,004
+6,658
110
$1.61M 0.22%
22,378
-6,429
111
$1.61M 0.22%
24,206
+3,294
112
$1.59M 0.22%
19,834
+2,628
113
$1.57M 0.21%
32,550
-960
114
$1.57M 0.21%
39,693
+23,237
115
$1.57M 0.21%
14,392
-656
116
$1.56M 0.21%
31,753
+12,381
117
$1.56M 0.21%
53,999
+7,790
118
$1.55M 0.21%
60,529
+11,457
119
$1.55M 0.21%
22,615
+377
120
$1.53M 0.21%
39,712
-1,639
121
$1.51M 0.21%
44,810
-4,938
122
$1.51M 0.2%
13,001
-397
123
$1.5M 0.2%
+13,576
124
$1.49M 0.2%
24,828
+10,230
125
$1.47M 0.2%
37,796
+564
3 4
5
6 7